MIAN
Mariner Independent Advisor Network’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $16.7M | Buy |
430,689
+85,337
| +25% | +$3.32M | 0.72% | 25 |
|
2022
Q2 | $14.4M | Sell |
345,352
-36,809
| -10% | -$1.53M | 0.61% | 31 |
|
2022
Q1 | $18.6M | Buy |
382,161
+146,913
| +62% | +$7.16M | 0.72% | 24 |
|
2021
Q4 | $12.3M | Buy |
235,248
+75,991
| +48% | +$3.97M | 0.58% | 33 |
|
2021
Q3 | $7.56M | Buy |
159,257
+46,413
| +41% | +$2.2M | 0.37% | 66 |
|
2021
Q2 | $5.42M | Buy |
+112,844
| New | +$5.42M | 0.25% | 102 |
|
2019
Q3 | – | Sell |
-48,087
| Closed | -$1.51M | – | 387 |
|
2019
Q2 | $1.51M | Sell |
48,087
-11,102
| -19% | -$347K | 0.11% | 190 |
|
2019
Q1 | $1.8M | Sell |
59,189
-129
| -0.2% | -$3.92K | 0.15% | 154 |
|
2018
Q4 | $1.64M | Buy |
59,318
+12,283
| +26% | +$340K | 0.15% | 158 |
|
2018
Q3 | $1.48M | Buy |
+47,035
| New | +$1.48M | 0.19% | 117 |
|
2018
Q2 | – | Sell |
-68,535
| Closed | -$2.04M | – | 282 |
|
2018
Q1 | $2.04M | Buy |
68,535
+47,995
| +234% | +$1.43M | 0.13% | 137 |
|
2017
Q4 | $627K | Sell |
20,540
-1,910
| -9% | -$58.3K | 0.07% | 225 |
|
2017
Q3 | $625K | Buy |
22,450
+11,506
| +105% | +$320K | 0.1% | 117 |
|
2017
Q2 | $295K | Buy |
+10,944
| New | +$295K | 0.04% | 176 |
|